Fullcircle Wealth LLC First Tr Pfd Secs & Income ETF Transaction History

Fullcircle Wealth LLC

  • $223 Billion
  • Q3 2024

A detailed history of Fullcircle Wealth LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Fullcircle Wealth LLC holds 93,695 shares of FPE stock, worth $1.67 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
93,695
Previous 75,943 23.38%
Holding current value
$1.67 Million
Previous $1.33 Billion 27.05%
% of portfolio
0.76%
Previous 0.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$17.35 - $18.22 $307,997 - $323,441
17,752 Added 23.38%
93,695 $1.68 Billion
Q2 2024

Jul 25, 2024
BUY
$16.96 - $17.44 $1.29 Million - $1.32 Million
75,943 New
75,943 $1.33 Billion

Others Institutions Holding FPE

# of Institutions
438
Shares Held
190M
Call Options Held
0
Put Options Held
10K
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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